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Building Health Report
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Sample workbook by Kianna Ford. All locations and figures are fictional; the structure mirrors a real 16-location report.
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WHO USES WHICH TAB
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LeadershipDashboard: one page with KPIs, every location's status and three plain-English insights.
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Regional leadsRegional Trend: month-by-month occupancy, revenue and margin by region.
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Location managersTheir own location tab (Site A to Site H): enter the month's numbers in the blue cells; everything else calculates.
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HOW TO READ IT
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Blue numbersEntered by the location manager from the monthly reporting package.
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Shaded rowsFormulas. They calculate automatically, so don't type over them.
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Yellow columnHalf-year totals or averages.
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Red textBelow standard, such as a call answer rate under 70% or a negative margin.
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STATUS LABELS
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Needs attentionLosing money with flat or falling occupancy.
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ImprovingLosing money, but occupancy is rising.
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WatchMargin under 10%.
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StrongMargin of 10% or more.
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